According to the interface news report, after Huawei settled with $65.438+08 billion, the attitude of Qualcomm's top management changed by 654.38+080 degrees. In an interview, the president mentioned that he had applied to the Ministry of Commerce of the country, hoping to continue exporting chips to Huawei. The United States indicated that if the exported chips are not used in the 5G project, the applications of Qualcomm enterprises can be approved. Although it seems to solve the chip crisis for Huawei, in fact, the company's purpose is not simple, because once the company's chips are adopted, patent fees will be paid in the future. At present, many domestic mobile phones are in this situation. Due to the adoption of Qualcomm chips, merchants have to pay Qualcomm a patent fee every time they sell their mobile phones.
Although it solved the urgent need, it was still in a passive position and was led by the other side. This is not good news. No wonder some people say that most of Qualcomm's profits come from the China market. If Huawei really agrees to cooperate with Qualcomm this time, it will continue to send a lot of money to Qualcomm in the future, which has already violated Huawei's original intention of independently developing chips. Moreover, there is reason to believe that Qualcomm resumed its supply to China because it is worried that the development of domestic chips by Huawei will have an impact on the company's chip sales in the future, and it will be a huge loss for them to lose the huge market of China.
According to the financial report for the fourth quarter of 2020 released by Qualcomm, the company's revenue in the fourth quarter was $8.3 billion, up 73% year-on-year, including an indemnity paid by Huawei. However, although Huawei also paid $6,543.8 +0.8 billion this time, there is no guarantee. In the future, Qualcomm will spit out some of it and return it to Huawei, because Huawei has mastered the mature technology of 5G and obtained the patent right. After popularization in the future, Qualcomm is likely to have to pay royalties. This is not the first compensation accepted by Qualcomm. In the early days, Apple also paid Qualcomm a sum of compensation. There has always been a legal dispute between them, which led to Qualcomm being excluded from Apple products for a long time. But in the end, Apple needed 5G technical support, so it reached a settlement with Qualcomm and paid compensation.
Since the release of US sanctions, the domestic science and technology industry in the United States, including Qualcomm, has been severely hit. Without Huawei's salary in the fourth quarter, I believe Qualcomm's income situation is not optimistic. In the future, after Huawei develops domestic chips, the chips will become worthless, and I'm afraid Qualcomm will really face an economic crisis.
In the past, China has always relied on American chip technology. Since the US government issued a chip sanction order to Huawei, Huawei has faced a short-term chip crisis. Since then, Huawei has started independent research and development, hoping to produce its own domestic chips and completely get rid of its dependence on American technology. If Qualcomm enterprises cooperate with Huawei again this time, Huawei's independent R&D project will be postponed, which will not help China's technological independence.
In fact, for this reason, ASML of the Netherlands offered to continue to cooperate with Huawei to export mask aligner technology to China, saying that there was no need to apply to the United States. In doing so, the company announced that it would enter the mask aligner market of China Academy of Sciences and develop this technology at all costs. ASML knows the strength of China and will certainly realize it in the future, so he is worried that his market will be carved up, so he put forward the same idea as Qualcomm.